FORTRESS PRIVATE LEDGER, LLC
SEC RegisteredSelling a highly appreciated asset?
About the firm
Estate Planning Team provides tax deferral strategies, including the Deferred Sales Trust, to help owners of businesses, corporations, and investment real estate defer capital gains and depreciation recapture taxes when selling highly appreciated assets. The firm works with a network of financial advisors, real estate professionals, CPAs, attorneys, and other intermediaries to deliver these solutions to end clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Deferred Sales Trust, Premium Financing, Private Retirement Trust, and 1031 Exchange services, with a focus on tax deferral strategies for sellers of highly appreciated assets including real estate, businesses, private stocks, art, crypto, and collectibles.
Who they serve
Financial Advisors, Insurance Professionals, Real Estate Professionals, CPAs & Tax Professionals, Attorneys, Title Reps, Mortgage Lenders, Qualified Intermediaries, Trustees, DST Attorneys, and Banks & Financial Institutions, as well as owners of businesses, corporations, and commercial or residential investment real estate assets.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 583 | $213M |
| High Net Worth Individuals | 98 | $260M |
| Charitable Organizations | 10 | $99M |
16 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
19 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FORTRESS PRIVATE LEDGER, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched